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FBRT

Franklin BSP Realty Trust

181 hedge funds and large institutions have $691M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,718% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $28K

19% more capital invested

Capital invested by funds: $583M → $691M (+$108M)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 177181 (+4)

0.36% more ownership

Funds ownership: 58.88%59.23% (+0.36%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
58
Reduced
67
Closed
23
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$63K -$49.6K -3,760 -46%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$62.1K +$3.15K +239 +6%
PFPT
153
Pinnacle Financial Partners (Tennessee)
Tennessee
$56.6K +$52.8K +4,000 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$32K +$16.2K +1,232 +120%
GWSG
155
GPS Wealth Strategies Group
Colorado
$26.6K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$26K +$12K +909 +98%
GI
157
Gradient Investments
Minnesota
$23.8K
KC
158
Kenfarb & Co
Kentucky
$23.3K
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$22.5K +$20.9K +1,588 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$21.5K +$20.1K +1,521 New
SIS
161
Sound Income Strategies
Florida
$19.5K +$18.2K +1,377 New
NECFA
162
New England Capital Financial Advisors
Connecticut
$19.3K +$514 +39 +3%
CFB
163
Cullen/Frost Bankers
Texas
$18.8K -$17.5K -1,326 -50%
QL
164
Quarry LP
New York
$17.7K +$16.5K +1,251 New
NCM
165
Northwest Capital Management
Oregon
$12.7K +$11.9K +900 New
BWM
166
Baystate Wealth Management
Massachusetts
$9.88K
EWA
167
EverSource Wealth Advisors
Alabama
$9.79K -$4.01K -304 -31%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$8.55K +$7.97K +604 New
VCM
169
Versant Capital Management
Arizona
$7.22K +$4.96K +376 +281%
FBC
170
Fairfield, Bush & Co
Connecticut
$6.98K +$6.5K +493 New
LF
171
Lee Financial
Texas
$4.97K
HI
172
Harbour Investments
Wisconsin
$4.64K
FHA
173
First Horizon Advisors
Tennessee
$3.92K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$1.88K +$1.04K +79 +146%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$1.03K +$963 +73 New

FBRT Hedge Fund Activity: Q2 2023 in Review

181 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2023, worth a combined $691M — up 19% from $583M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FBRT positions and 23 closed out — a net gain of 4 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.66M. The largest seller was David M. Knott Jr, cutting an estimated $5.67M.

  • 181 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2023, up from 177 in Q1 2023.
  • Funds reported $691M of Franklin BSP Realty Trust stock for Q2 2023, up 19% quarter-over-quarter.
  • 27 funds opened new Franklin BSP Realty Trust positions in Q2 2023 and 23 closed out, a net change of +4 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $6.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2023 was David M. Knott Jr, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2023.